Private Wealth Asset Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
Other funds holding FPF
SIA
MOS
GC
Private Wealth Asset Management's FPF Position: Q2 2025 in Review
Private Wealth Asset Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2025, closing a stake of 350 shares — an estimated $6.44K sold.
Private Wealth Asset Management first reported a position in FPF in Q1 2025 and held it in 1 quarter. The position peaked at $6.44K in Q1 2025. 112 funds tracked by Wall St. Rank hold FPF as of Q2 2025.
- Private Wealth Asset Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2025 after selling out during the quarter.
- Private Wealth Asset Management sold 350 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2025, an estimated $6.44K.
- Private Wealth Asset Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2025 and held it in 1 quarter.
- Private Wealth Asset Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $6.44K in Q1 2025.
- 112 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2025.
Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.